Edward Jones increases its Managed Account Platform with 53 Strategic Management Approaches added
Edward Jones Enhances Advisory Services with Expanded Separately Managed Accounts
Edward Jones has made significant strides in its advisory services by substantially increasing its Separately Managed Accounts (SMAs) offerings and integrating innovative capabilities such as direct indexing, ongoing tax management, and customizable portfolios.
In the first half of 2025, Edward Jones added 53 new SMAs, nearly doubling its available options, with plans to triple the total SMA lineup by the end of the year [1][2][3][4][5]. These expanded SMAs are accessible exclusively through the Edward Jones Advisory Solutions Unified Managed Account (UMA) Models platform.
Key innovations in this platform include:
- Direct Indexing SMAs: Edward Jones introduced eight direct indexing SMAs across various asset classes and investment styles. This feature allows clients to blend active and passive strategies within a single account, promoting more tailored and efficient portfolio construction [2][3][4][5].
- Ongoing Tax Management: The platform incorporates tax coordination benefits to optimize after-tax returns by managing tax implications seamlessly across the portfolio [2][3][4].
- Customizable Portfolios Aligned with Client Values: Clients can design portfolios either by selecting from expertly curated research models or through fully customized portfolios that reflect their preferences, risk tolerance, and values, including the ability to combine multiple SMAs, mutual funds, ETFs, and eligible alternative investments within one account [2][3][4].
Additional features such as automatic rebalancing and the integration of diversified asset classes further support portfolio efficiency and alignment with client goals [2][3].
Financial advisors at Edward Jones highlight that these enhancements help empower clients to work toward their financial goals with greater personalization and confidence. Clients can access diversified professional management, automatic rebalancing, and coordinated tax strategies by combining multiple SMAs with other eligible investments.
Russ Tipper, Edward Jones Principal and Head of Products, emphasized the firm’s commitment to increasing flexibility, accessibility, and personalization in its advisory services, stating the enhancements empower clients to pursue their financial goals with greater confidence [2][3][4].
Investment minimums apply for the SMAs offered by Edward Jones. The new SMAs will be accessible through the Edward Jones Advisory Solutions Unified Managed Account (UMA) Models program. Clients can choose from expertly curated research models or design fully customized portfolios at Edward Jones.
Edward Jones has integrated direct indexing into UMA accounts since 2011. There are no additional fees to access SMAs within the program, but clients will incur asset-based advisory fees, a platform fee, and underlying fees from SMA managers.
As of now, Edward Jones offers eight Direct Indexing SMAs across various asset classes. The firm is committed to making its platform more flexible and tailored to clients' needs. The UMA Models program offers innovative capabilities like direct indexing, ongoing tax management, and customizable portfolios. At Edward Jones, clients can combine active and passive SMAs within a single account, delivering flexibility and personalization. The focus of Edward Jones is on increasing flexible, customizable investment solutions that align with clients' financial goals.
[1] Edward Jones Press Release (2025): Edward Jones Announces Expansion of Separately Managed Accounts. [2] Edward Jones Investor Education (2025): Edward Jones Enhances Advisory Services with New Separately Managed Accounts. [3] Edward Jones Insights (2025): A Closer Look at Edward Jones' New Separately Managed Accounts. [4] Financial Advisor Magazine (2025): Edward Jones' New Separately Managed Accounts: Empowering Clients with Personalization. [5] Barron's (2025): Edward Jones' Expanded Separately Managed Accounts: A Game Changer for Investors.
- Edward Jones' enhancements in its advisory services have led to the addition of several SMAs, integrating direct indexing, ongoing tax management, and customizable portfolios, making it possible for clients to blend active and passive strategies, and pursue their financial goals with greater personalization and confidence.
- By 2025, Edward Jones plans to triple its Separately Managed Accounts (SMA) lineup, offering innovative capabilities like direct indexing, ongoing tax management, and customizable portfolios, which are accessible exclusively through the Edward Jones Advisory Solutions Unified Managed Account (UMA) Models platform, revolutionizing business strategies in finance and investing.
